Stephen H. Hooker, CFA

Stephen Hooker is the managing director of foreign research and a portfolio manager at Newfleet Asset Management, an investment management affiliate of Virtus Investment Partners.

Mr. Hooker joined Newfleet in 2011 to serve as sector manager for emerging markets. He is responsible for researching issuers in Europe, the Middle East, and Africa. He is co-portfolio manager of the Virtus Emerging Markets Debt Fund.

From 2005 until 2011, Mr. Hooker was vice president, senior credit analyst at Aladdin Capital Management and Global Plus Investment Management, respectively, both of which specialize in high yield and structured credit products. Prior to 2005, he was at Goodwin Capital Advisers, an investment management company that previously was a subsidiary of Virtus, for 12 years, serving in various capacities, including as a senior credit analyst and emerging markets sector manager on its fixed income team.

Mr. Hooker earned a B.A. in psychology from Trinity College. He has held the Chartered Financial Analyst designation since 1999. He began his career in the investment industry in 1993.

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Annual Lipper Fund Awards: The Virtus Global Real Estate Fund had the highest “Lipper Leader for Consistent Return (Effective Return)” value in its classification for the three-year period. Lipper ranks the fund based on the total return as of 12/31/15. The fund is ranked within a universe of funds similar in portfolio characteristics and capitalization. Rankings do not include the effect of a fund’s sales load, if applicable. Lipper ranking is for Class I shares only, other classes may have different performance characteristics.